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Owner & Financial Planner
Bill grew up in Austin and attended local schools. Graduating from The University of Texas with a Bachelor of Business Administration in Accounting, Bill then earned his Certified Public Accountant designation in 1978. Bill has spent...
Mitch Doman, CPA, CFP®
Mitch became a financial advisor because he wanted to have a positive impact on others’ lives. He would be the first to tell you that he absolutely loves his job. From an early age, Mitch recognized that financial stability impacts...
Chief Compliance Officer, Financial Advisor
With a background spanning over a decade in financial services, Celina specializes in high net-worth account management. Her unwavering passion for assisting individuals in attaining peace of mind, financial stability, and tailor-made...
Kent Christensen, CPA, CVA
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."